Please visit Morningstar.com for more information about the analyst ratings, as well as other
Morningstar ratings and fund rankings.
As at September 30, 2017, Manulife Asset Management advised or sub-advised funds that had 127 Four- and Five-Star
Morningstar ratings, an increase of 17 funds since September 30, 2016.
A recent Wall Street Journal investigation of
Morningstar ratings shows just how relevant that statement is.
The Overall
Morningstar Rating for the fund was derived from a weighted average of its three-year
Morningstar Ratings metrics, which are based on risk-adjusted return performance.
Retirement PlanVision provides a leading solution for retirement professionals with searchable fund information and
Morningstar ratings. Retirement professionals have actionable intelligence to advance the sales cycle and better pursue prospects with detailed and reliable fund information.
Morningstar Ratings, New York, said that 30-plus-day delinquency rates for hotel properties held in CMBS pools ended the year at 4.2 percent, down from 6.4 percent in December 2013 and the largest decline among commercial real estate property types.
If the answers to all three are "Yes" then opt for the ETF, which is a fund that is likely not to appear in the
Morningstar ratings.
Annual data for each fund include
Morningstar ratings for five governance areas: board quality, manager incentives, regulatory issues, corporate culture, and fees.
Fund management firms, such as Fidelity for instance, highlights risk associated with each fund based on
Morningstar ratings. It also ranks returns within the rating agency's category of funds.
Edwin Choi, however, in his article, "
Morningstar Ratings: Useful or Useless?" analyzed a 2010 Morningstar study.
You can monitor investments by tracking portfolio performance; find ways to minimize capital gains taxes; create schedule A, B, and D tax reports; and compare investments to market indexes and mutual funds to
MorningStar ratings. New business features include monitoring business profit and loss and the ability to identify and capture all available business tax deductions.
A spokesman for The Hartford responded to the
Morningstar ratings by saying the company's 529 offerings in West Virginia "provide solid long-term value and a range of product options.
